+1,804.4%
APO vs EOG
+245.9%
+1,558.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -1.0% | +1.3% | -2.3% | -1.5% |
| 30D | +3.5% | +8.2% | -4.7% | +0.5% |
| 3M | +4.5% | +3.8% | +0.7% | +2.3% |
| 6M | +22.8% | +15.3% | +7.5% | +14.9% |
| YTD | -6.5% | +41.7% | -48.2% | -19.0% |
| 1Y | +0.8% | +23.6% | -22.7% | -8.5% |
| 3Y | +62.0% | +23.3% | +38.7% | +45.5% |
| 5Y | +138.2% | +170.4% | -32.2% | +56.6% |
| 10Y | +940.3% | +125.5% | +814.7% | +530.9% |
| All | +1,804.4% | +245.9% | +1,558.5% | +777.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EOG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling